Brett Rentmeester explains why investors should reconsider the 60/40 portfolio as debt, inflation and interest-rate cycles reshape the investment backdrop. He outlines an approach that combines hard assets with exposure to innovation.
Drawing on the Fourth Turning framework, Rentmeester discusses the pressures he sees in government debt, Social Security and healthcare, alongside opportunities in AI, robotics and blockchain. He explains his case for gradual portfolio diversification, the roles of gold and silver, and why different types of real estate require different judgments.
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